This complaint isn't personal, nor is it directed at the office or the tax pro either, this complaint is directed at the organization as a whole/itself - H&R Block.
I had a tax appointment on March 14th to ensure I met the April IRS deadline. I was missing information, so I went home, gathered all required documents and uploaded to MyBlock account by March 30th. Since March 30th, I called four times asking for an update, and each time I called, I was asked if the requested documentation had been uploaded, which I politely mentioned all documentation has been uploaded and asked if there was anything further needed - the answer was no, that's it. Yesterday, May 20th, I received a notification from MyBlock account again asking for the requested documentation, and again I stated all documentation has been uploaded. I received a notification this morning, again from MyBlock account stating my taxes were complete and ready for my review. This is out of H&R Block's control here (or is it?) but when I went in to review and sign off on my taxes, I was told there were state specific issues with e-filing this year, so next I'd have to go to the post office to mail my taxes off - myself. Yes, I paid for that as well. Yet, I'm paying for a $400 late service. Not only that, but paying for a late service by H&R Block and late to meet the IRS deadline to file my taxes - and an expected 5% late fee from the IRS.
To continue, I called H&R Block's customer service line to complain and question the service, but felt my complaints were being discredited. "Is that it?" "Ok, is that it?" "Have you been informed of a late IRS tax penalty?" My point is I shouldn't be in this situation in the first place spending so much time, effort, and money when I specifically went to an organization who is supposed to specialize in tax services but I'm doing more than half the work at this point. What "service" did I actually pay for? And to continue even further, when on the customer service call, I mentioned if a note could be put on my complaint that if I miss the call from H&R Block support that I need to call back or I need to find the time to reach out. Haven't I already called H&R Block enough about this process? Shouldn't the calls be made to me to follow up, multiple times, like I had to? When am I going to get paid, because it sounds like I'm on H&R Block's payroll.
In review, my taxes were submitted today, May 21st. That is 68 days since my initial appointment with H&R Block, and 52 days since all my documentation was submitted. Is nearly two months late H&R Block's standard? Is paying nearly $400 for a late and subpar "service" a H&R Block standard?
For those wondering what my next step/approach is and my recommendation, I'm in the process of requesting a refund. Maybe I'll get it, but I don't expect it from an organization such as this one. I'm expecting a life lesson and to move on. My recommendation is to not use H&R Block any further, I most certainly won't be. read more